Council for Investor Rights and Co… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Phone

5154519590

Tax Period

2024-01-01 to 2024-12-31

Council for Investor Rights and Corporate Accountability Inc, founded in 2015, is a small nonprofit that reported $350K in total revenue in fiscal year 2024. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $598K exceeded revenue, resulting in a 71% operating deficit.

Mission

CIRCA'S MISSION IS TO GET OUT THE FACTS ABOUT ACTIVIST INVESTING AND THE ROLE ACTIVIST INVESTORS PLAY IN OUR ECONOMY. ACTIVIST INVESTORS DIRECTLY BENEFIT ALL PUBLIC SHAREHOLDERS, INCLUDING THE INVESTMENT VEHICLES FOR ALL OF THE COUNTRY'S STOCK BASED SAVINGS VEHICLES

Program Service Accomplishments

Program 1

Expenses: $356,285 Revenue: $350,000

CIRCA PROVIDED FACTS ABOUT ACTIVIST INVESTING AND THE ROLE ACTIVIST INVESTORS PLAY IN OUR ECONOMY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $350,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $350,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $240,000

Fundraising Expenses $0

Program Expenses $356,285

Other Expenses $357,592

TOTAL EXPENSES $597,592

Year-over-Year Comparison

	2024	2023	Change
Revenue	$350,000	$670,000	-0.5%
Expenses	$597,592	$622,463	0.0%
Net Income	$-247,592	$47,537	-6.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$240,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Cook-McCormac	Director	5.00	Officer	$240,000	$0	$240,000
Brian Gunderson	Director	5.00	Director	$0	$0	$0
Milan Dalal	Executive Dir.	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$350,000	$597,592	$58,386	$-247,592
2023	$670,000	$622,463	$65,978	$47,537
2022	$570,000	$565,734	$18,441	$4,266
2021	$375,000	$374,706	$14,175	$294
2020	$341,000	$381,199	$13,881	$-40,199

Council for Investor Rights and Corporate Accountability Inc